Investor CRM & data room
Keep momentum from first reply to term sheet
Once investors engage, don't lose them to scattered spreadsheets and Drive links. Track every relationship in one CRM, share deck and diligence docs through a secure data room, and see exactly who's moving toward a meeting—or a check.
Investor CRM
pipeline / seed-raise-q3 / week-2
Pipeline board
Matched
48
Contacted
48
Index Ventures
Seq step 1 · Thu
Replied
6
Point Nine
Interested · deck sent
First Round
Asked re: ACV
Meeting
2
Bessemer
Partner call Fri 10a
Conversion funnel
Reply rate by segment
| Segment | Sent | Replied | Rate |
|---|---|---|---|
| B2B SaaS VC | 32 | 4 | 12.5% |
| Fintech angels | 10 | 1 | 10% |
| Enterprise seed | 6 | 1 | 16.7% |
Deal focus
Point Nine Capital
Pawel Chudzinski
Stage: Diligence
Strong fit on workflow SaaS thesis. Asked for 3 finance customer refs.
Next: Send customer references by Wed
Data room
Per-investor · watermark onPitch deck v3.pdf
12 views · 4 investors · 14 slides
Financial model.xlsx
3 views · 2 investors
Cap table.pdf
1 views · 1 investors
Activity feed
- 2h ago
Point Nine Capital
Opened pitch deck · slide 4
- 5h ago
First Round
Replied · asked about ACV expansion
- 1d ago
Bessemer
Meeting confirmed · Fri 10:00 AM PT
- 1d ago
Index Ventures
Email opened · 47s read time
- 2d ago
Sarah Kim (angel)
LinkedIn path found · 2nd degree
Reply rate
9.2%
+4.1 vs manual
Open rate
31%
Week 2
Meetings
2
Booked
In diligence
1
Data room active
What this module handles
- Investor pipeline with status, notes, and next steps
- Secure data room with permission controls per investor
- View tracking on deck and diligence materials
- Funnel view: sent → opened → replied → meeting
- Weekly reports on what's converting into meetings